Katherine
Woolever
Integris Wealth Management, LLC
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About this Advisor
Katherine Woolever is a financial advisor based in Monterey, California, working with Integris Wealth Management, LLC. Katherine has previously held positions at Integris Wealth Management, Crissman & Associates, Palapas Restaurant & Cantina, Jamba Juice, Capitola Beach Company, and as a student/unemployed. Katherine has passed the Series 65 regulatory exam and is registered to provide services in California, Oregon, and Texas. Currently, Katherine is part of Integris Wealth Management, LLC, which operates out of Monterey, California. The firm has 15 employees and manages assets totaling $573.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Integris Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integris Wealth Management, LLC Brokerage Details
$573,919,009
15
953
$602,224
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katherine Woolever Work History
Integris Wealth Management
Crissman & Associates
Student/Unemployed
Palapas Restaurant & Cantina
Jamba Juice
Student/Unemployed
Capitola Beach Company
Student/Unemployed
Student/Unemployed
Disclosures
Please visit the SEC profile of Katherine Woolever to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integris Wealth Management, LLC
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
Louisburg, NC
Monterey, CA
Monterey, CA
Monterey, CA
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